1.Quote sent
Integrate Quotient, quote delivery signals, and CRM intake to detect a new quote event and start deal creation.
Create CRM deals and associations from sent quotes
Automatically convert sent quotes across Quotient and HubSpot into CRM deals, companies, and contacts. Create and update when quote sent, recipient email provided, or recipient phone providedβso you can create deals, link associations, and clear processed tracking without manual data entry.
How this automation creates deals from sent quotes
When a quote is sent, delays can create missed follow-ups and messy CRM records. This automation finds tracking context, creates or finds deals, and builds company and contact linksβso your team can act faster with cleaner data.
Quotientor swap with your favorite app
2.Find tracking record
Integrate Zapier Tables, worksheet lookup, and data mapping to find the matching tracking row by email and phone.
Zapier Tablesor swap with your favorite app
3.Find or create deal
Integrate HubSpot, deal fields, and owner assignment to create or update the CRM deal with quote details.
HubSpotor swap with your favorite app
4.Find or create company and contact
Integrate HubSpot, company matching, and contact fields to create records when missing and map quote identity data.
5.Create associations
Integrate HubSpot, CRM associations, and pipeline relationships to link the deal to the contact and company.
6.Delete or mark processed
Integrate Zapier Tables, tracking cleanup, and duplicate prevention to delete or flag the processed tracking row.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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